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Lifeworks Advisors Portfolio holdings

AUM $779M
1-Year Est. Return 21.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$746M
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$5.88M
3
+$5.52M
4
MDT icon
Medtronic
MDT
+$5.04M
5
HIG icon
Hartford Financial Services
HIG
+$4.33M

Top Sells

1
+$6.66M
2
+$5.61M
3
+$5.07M
4
ETN icon
Eaton
ETN
+$3.7M
5
SMCI icon
Super Micro Computer
SMCI
+$3.5M

Sector Composition

1 Technology 20.93%
2 Healthcare 8.82%
3 Industrials 7.33%
4 Consumer Staples 4.25%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$264K 0.04%
3,486
+306
277
$263K 0.04%
1,078
-595
278
$259K 0.03%
733
+47
279
$258K 0.03%
1,052
-10
280
$258K 0.03%
+1,121
281
$257K 0.03%
12,180
282
$256K 0.03%
5,588
-16
283
$256K 0.03%
2,678
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284
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3,360
-85
285
$253K 0.03%
8,146
-1,191
286
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3,197
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287
$250K 0.03%
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288
$249K 0.03%
5,532
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289
$247K 0.03%
5,934
-14
290
$245K 0.03%
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-115
291
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9,910
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292
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3,323
294
$243K 0.03%
4,804
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295
$240K 0.03%
1,810
296
$237K 0.03%
1,701
-18
297
$237K 0.03%
6,360
-3,074
298
$232K 0.03%
+2,592
299
$232K 0.03%
+2,660
300
$232K 0.03%
4,036
10 11
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